Andrew Down, B.Comm.(Hon.), Cfp®, Cim®, Rrc®

Andrew Down, B.Comm.(Hon.), Cfp®, Cim®, Rrc® Email and Phone Number

Wealth Advisor providing wealth planning and integrated investment solutions to families with complex needs. @ Veritable Wealth Advisory
burlington, ontario, canada
Andrew Down, B.Comm.(Hon.), Cfp®, Cim®, Rrc®'s Location
Oshawa, Ontario, Canada, Canada
About Andrew Down, B.Comm.(Hon.), Cfp®, Cim®, Rrc®

As a Wealth Advisor at Veritable, I have the privilege of serving many families with complex financial planning needs, offering them specialized wealth planning and investment management expertise. With nearly 10 years of experience in the financial services industry, I've had the privilege to help many clients achieve and maintain their financial independence. I hold the Certified Financial Planner (CFP) and Registered Retirement Consultant (RRC) designations, which reflect my high standard of excellence and knowledge in my field.

Andrew Down, B.Comm.(Hon.), Cfp®, Cim®, Rrc®'s Current Company Details
Veritable Wealth Advisory

Veritable Wealth Advisory

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Wealth Advisor providing wealth planning and integrated investment solutions to families with complex needs.
burlington, ontario, canada
Website:
veritablewealthadvisory.com
Employees:
4
Andrew Down, B.Comm.(Hon.), Cfp®, Cim®, Rrc® Work Experience Details
  • Veritable Wealth Advisory
    Wealth Advisor
    Veritable Wealth Advisory Feb 2021 - Present
    Peterborough, Ontario, Canada
    I have the privilege and responsibility to provide personalized advisory expertise to clients across various areas including retirement planning, tax optimization, cash flow optimization, estate planning, risk management, and investment strategies. The outcome for Clients with complex financial needs is to ensure I help them achieve their long-term financial goals confidently.
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  • Investors Group Financial Services Inc.
    Financial Consultant
    Investors Group Financial Services Inc. Jun 2015 - Feb 2021
    1361 Grandview Street N, Oshawa, Ontario
    As a financial advisor, I provided financial guidance in six key areas: Investments, Retirement, Mortgages, Cash Management, Estate, Tax, and Insurance Planning.
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  • Ontario Ministry Of Finance
    Administrative Assistant
    Ontario Ministry Of Finance May 2013 - Aug 2014
    Oshawa, Ontario
    Responsibilities include:- Assist with small and large scale archival / filing by following a prescribed detailed set of rules to store files- Working on a project team to ensure new programs and procedures are properly implemented into full-time use- Creating status reports, conducting research and managing team deadlines to confirm progress is on track
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Andrew Down, B.Comm.(Hon.), Cfp®, Cim®, Rrc® Skills

Time Management Problem Solving Teamwork Goal Oriented Highly Dedicated Critical Thinking Customer Service Interpersonal Skills Financial Planning Insurance Planning Mortgage Planning Financial Analysis Mutual Funds Strategic Planning Team Leadership

Andrew Down, B.Comm.(Hon.), Cfp®, Cim®, Rrc® Education Details

Frequently Asked Questions about Andrew Down, B.Comm.(Hon.), Cfp®, Cim®, Rrc®

What company does Andrew Down, B.Comm.(Hon.), Cfp®, Cim®, Rrc® work for?

Andrew Down, B.Comm.(Hon.), Cfp®, Cim®, Rrc® works for Veritable Wealth Advisory

What is Andrew Down, B.Comm.(Hon.), Cfp®, Cim®, Rrc®'s role at the current company?

Andrew Down, B.Comm.(Hon.), Cfp®, Cim®, Rrc®'s current role is Wealth Advisor providing wealth planning and integrated investment solutions to families with complex needs..

What schools did Andrew Down, B.Comm.(Hon.), Cfp®, Cim®, Rrc® attend?

Andrew Down, B.Comm.(Hon.), Cfp®, Cim®, Rrc® attended Ontario Tech University.

What are some of Andrew Down, B.Comm.(Hon.), Cfp®, Cim®, Rrc®'s interests?

Andrew Down, B.Comm.(Hon.), Cfp®, Cim®, Rrc® has interest in Health And Fitness, Learning, Nutrition, Sports, Motivation.

What skills is Andrew Down, B.Comm.(Hon.), Cfp®, Cim®, Rrc® known for?

Andrew Down, B.Comm.(Hon.), Cfp®, Cim®, Rrc® has skills like Time Management, Problem Solving, Teamwork, Goal Oriented, Highly Dedicated, Critical Thinking, Customer Service, Interpersonal Skills, Financial Planning, Insurance Planning, Mortgage Planning, Financial Analysis.

Who are Andrew Down, B.Comm.(Hon.), Cfp®, Cim®, Rrc®'s colleagues?

Andrew Down, B.Comm.(Hon.), Cfp®, Cim®, Rrc®'s colleagues are Kim Le Page, Jerome Losorata, Alesha Burkitt, Melissa L., Matt Galbraith, Rob Wojtasik, Adam Brown.

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